Whether your business focuses on heating, ventilation, and air conditioning for large warehouses or refrigeration for smaller premises, you’re likely to be juggling a huge range of different jobs at any given time. To maintain the level of service your customers expect from you, your business needs a way to handle incoming jobs in a timely and professional manner. That’s where our HVAC service management software comes in.

With Call2Field HVAC and refrigeration field service management software, you’ll always know the status of outstanding calls and you’ll be able to assign them quickly and easily to your engineering team. Not only that, but you can use our HVAC service software as a secure hub for all your customer data, keep track of your stock, send quotes and invoices and much more.

Keep reading to find out more about how RedZebra’s field service management tools can work to streamline your HVAC and refrigeration installation and maintenance business.

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HVAC Business Software Features

As a Call2Field customer, your HVAC or refrigeration business can benefit from a range of sophisticated features designed to help you operate with maximum efficiency. Some of the functions of our HVAC business software you’ll have access to include:

Customer management

Our HVAC business management software acts as your account nerve centre, securely holding all your customer data, from contact names and addresses across multiple bases to a complete record of the work you’ve carried out and the HVAC and refrigeration equipment you’ve installed and maintained for them.

Call logging

Stay on top of incoming calls with our powerful call management software, which has a colour-coding system and a map view that lets you prioritise calls and assign them to the nearest available engineer via satellite tracking. Drop calls instantly into an engineer’s diary, and they can then update the job details via their mobile device once they’ve completed the job.

Stock control

Our HVAC management software comes with our stock control module, meaning you’ll always know what products and spare parts you have in stock, both at your home base and across your fleet of vans.

Quotes and Invoicing

Our air conditioning service management software allows you to send quotes and invoices directly, which keeps you abreast of their status so that you can chase up work and ensure bills are paid on time.

Reporting

Our refrigeration service software has a powerful reporting suite, making it easy to send professional-looking reports to your stakeholders, allowing you to monitor your business performance across any metric you need to see.

On-premises or in the Cloud

We offer HVAC field service software which is available to use from a premised location or accessible via the cloud. Get in touch to discuss your exact business requirements.

Key Benefits of our HVAC & Refrigeration Installers' Software

As well as giving you an easy way to manage incoming calls, Call2Field service management software brings a range of other benefits to HVAC and refrigeration businesses. These include:

 

Improved communication

With your engineers, who have instant access to all the information they need about a customer or job and can update job details remotely from a mobile device.

Save time and money

Thanks to speedier admin and other cost savings, such as switching to handheld devices instead of laptops. You’ll also be able to use it to streamline other business functions, such as accounting.

Improved customer service

With customer satisfaction monitoring, speedy response times and complete work histories that could enable your engineers to offer a first-time fix.

Avoid duplication and errors

By only inputting data once, as Call2Field offers a single place to store all the information you need. What’s more, because everything is done online, you’ll never need to worry about problems reading engineers’ handwriting on job reports.


Finally, it’s worth noting that you can customise data input fields to suit the information you need to record, making it easy to adapt it to use in the HVAC and refrigeration installation and maintenance industry.

Key Benefits of our HVAC & Refrigeration Installers' Software

As well as giving you an easy way to manage incoming calls, Call2Field service management software brings a range of other benefits to HVAC and refrigeration businesses. These include:

Improved communication

With your engineers, who have instant access to all the information they need about a customer or job and can update job details remotely from a mobile device.

Save time and money

Thanks to speedier admin and other cost savings, such as switching to handheld devices instead of laptops. You’ll also be able to use it to streamline other business functions, such as accounting.

Improved customer service

With customer satisfaction monitoring, speedy response times and complete work histories that could enable your engineers to offer a first-time fix.

Avoid duplication and errors

By only inputting data once, as Call2Field offers a single place to store all the information you need. What’s more, because everything is done online, you’ll never need to worry about problems reading engineers’ handwriting on job reports.

 

Finally, it’s worth noting that you can customise data input fields to suit the information you need to record, making it easy to adapt it to use in the HVAC and refrigeration installation and maintenance industry.

Our office staff & service engineers find the Call2field software user friendly. The RedZebra staff are knowledgeable & helpful.

Eunice Booker

Water Solution

No more lost or damaged job sheets – now we get information back same day with customers signature.

Paul Wilton

Gym Support

The Call2Field software enables us to communicate efficiently with our Field based engineers.

Tony Bosworth

Impact Air Systems